Invite employees and give them the right Hassolux access

Start with the task

A person starting on site may need the current drawing and their own time entries without needing all invoices or invitation rights. This guide assumes you can read and edit member management. Follow company setup for the wider first steps.

Employee profile and account are different

Mitarbeiter holds employee details and working-time defaults. Team & Zugänge manages logins, invitations and permissions. An employee record alone is not a login; an existing login must link to the right employee for personal time tracking.

Use an email address the person controls. Check members and open invitations with the person-or-team search before adding another account.

Define permissions for the responsibility

Site staff may need assigned projects, relevant files and their own time entries. Site management may need documentation and team review; office staff may need contacts and commercial documents. These are examples, not automatically assigned roles.

Choose the available rights or permission profile. A profile replaces the existing selection completely, so review all rights after switching it and adjust individual permissions. Viewing, editing and approving differ, particularly for own time, team time and approval. File access does not imply company or invoicing administration. Team overview.

Send the invitation deliberately

Open Team & Zugänge and Person einladen. Check email and validity in hours, select permissions and use Platzbedarf prüfen. Read Einladung prüfen, including user places, possible additional costs and required subscription changes. Confirm required information and use Einladung verbindlich senden, then check the send result.

If an email is delayed, inspect Invitations before creating another. Resend an open invitation where appropriate. Revoke an incorrectly addressed invitation before inviting the right person.

Accept with the invited address

The recipient follows sign-in or registration using the same email address. Do not bypass an address mismatch by sharing another account.

An existing account can use Einstellungen, Mein Zugang, Unternehmen beitreten to accept an appropriate invitation or code. Review the displayed company and explicitly confirm. Sign in again after acceptance to load the new company access.

Test the real account

Check the employee link under Members and correct it with Mitarbeiter zuordnen if needed. Review project access. With the person's actual account, verify the right company and project, open a needed file, confirm own time tracking links to the right employee, and check editing and review actions.

Use a real start or an agreed controlled test. The daily time guide explains the process.

Review access when roles or employment change. Authorised administrators can revoke invitations and edit or remove members. Hand over responsibilities and unfinished work before removal.